Transform Wealth, LLC Vanguard Whitehall Fds Intl Hi Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
A detailed history of Transform Wealth, LLC transactions in Vanguard Whitehall Fds Intl Hi stock. As of the latest transaction made, Transform Wealth, LLC holds 5,814 shares of VYMI stock, worth $490,817. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,814
Previous 7,225
19.53%
Holding current value
$490,817
Previous $490,000
12.24%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding VYMI
# of Institutions
687Shares Held
61.2MCall Options Held
6.4KPut Options Held
0-
Morgan Stanley New York, NY5.32MShares$449 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.53MShares$383 Million0.03% of portfolio
-
Orgel Wealth Management, LLC2.53MShares$214 Million5.16% of portfolio
-
Captrust Financial Advisors Raleigh, NC2.28MShares$192 Million0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA1.92MShares$162 Million0.03% of portfolio